This settings page will let you define various compliance types in each compliance register type and link them to the created workflows of your organisation. This will then determine the workflow of a created compliance record. This is an important element in the overall structure of the system, as this type will be a mandatory selection when creating a new record. This could be done for all Register Types which can be selected via the ‘Register Type’ dropdown at the top of the page.

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Figure 1.1

To add a new Compliance Type follow the steps below:

• STEP 1: Navigate to Framework > Compliance Settings > Compliance Type.

• STEP 2: Click on the New button.

• STEP 3:  Enter a name and a description for your Compliance Type.

• STEP 4: Select a Workflow from the workflow list. One workflow can be linked to multiple compliance types.
  After this is set up, when you click on a type of compliance you want to create from the sub menus in the Add New button, you will be directly navigated in to the particular compliance type.

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Figure 1.2

• STEP 5: Click on the Save button to save details.

1.2 Setting Compliance Code/Title in Header Section

By default the Compliance Code and Title will be displayed at the top of a Compliance Record. However, if you wish to change the order to Compliance Title - Incident Code, or display only the Compliance Code, or only the Compliance Name, this can be done in this Settings page.

To change code/title display at the top of a compliance record:

• STEP 1: In the Compliance Type Settings page, in the dropdown field 'Record details page title' select the from the values 'Compliance Code' or 'Compliance Title'. Whichever that is to be display first.

• STEP 2: Key in any separator (e.g. -, –, |, /, space) in the text box where the snippet is added and then select another field (Code or Title) from the dropdown.

• STEP 3: Save details.
  The added snippet content will display in the header section of the Compliance Record. Below displayed is a default setup, where the [Compliance Code] -  [Compliance Title] is displayed in the header section.